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529 hedge funds and large institutions have $13.9B invested in PACCAR in 2016 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 163 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92.82% more ownership

Funds ownership: 0%92.82% (+93%)

75% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $45.7M

61% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $12.7B → $13.9B (+$1.12B)

5% more funds holding

Funds holding: 506529 (+23)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 204

Holders
529
Holders Change
+23
Holders Change %
+4.55%
% of All Funds
13.22%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
79
Increased
163
Reduced
204
Closed
49
Calls
$79.8M
Puts
$45.7M
Net Calls
+$34.1M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Commerzbank Aktiengesellschaft
Germany
$836K +$791K +19,623 New
LCM
302
Landscape Capital Management
New Jersey
$830K +$347K +8,604 +79%
CI
303
Cigna Investments
Connecticut
$817K +$774K +19,185 New
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$778K +$43.6K +1,080 +6%
DZ Bank
305
DZ Bank
Germany
$772K +$730K +18,108 New
DG
306
Davidson & Garrard
Virginia
$768K
NIMI
307
Natixis Investment Managers International
France
$763K +$722K +17,910 New
FMBTD
308
First Midwest Bank Trust Division
Illinois
$746K +$44.4K +1,101 +7%
William Blair & Company
309
William Blair & Company
Illinois
$744K -$8.47K -210 -1%
EGA
310
Eagle Global Advisors
Texas
$744K
CBU
311
CIBC Bank USA
Illinois
$736K -$50.4K -1,250 -7%
LTFS
312
Ladenburg Thalmann Financial Services
Florida
$732K -$127K -3,141 -15%
TSS
313
Two Sigma Securities
New York
$732K +$693K +17,175 New
LCP
314
LGT Capital Partners
Switzerland
$728K +$23.6K +585 +4%
KRSITF
315
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$725K +$363 +9 +0.1%
MERSOM
316
Municipal Employees' Retirement System of Michigan
Michigan
$720K +$9.68K +240 +1%
VWM
317
Venturi Wealth Management
Texas
$703K
GJIC
318
Gamble Jones Investment Counsel
California
$695K -$18.1K -450 -3%
CI
319
Conning Inc
Connecticut
$689K +$4.84K +120 +0.7%
RIM
320
Ranger International Management
Illinois
$677K +$641K +15,885 New
UCFA
321
United Capital Financial Advisors
Texas
$660K -$1.18M -29,231 -65%
BWM
322
Biltmore Wealth Management
Arizona
$657K
EP
323
Elkfork Partners
Oregon
$654K +$619K +15,351 New
Macquarie Group
324
Macquarie Group
Australia
$652K -$296K -7,350 -32%
OAMG
325
Odey Asset Management Group
United Kingdom
$652K +$617K +15,300 New

PCAR Hedge Fund Activity: Q4 2016 in Review

529 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q4 2016, worth a combined $13.9B — up 8.8% from $12.7B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new PCAR positions and 49 closed out — a net gain of 30 holders — while 163 added to existing stakes and 204 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $169M. The largest seller was Bank of America, cutting an estimated $122M.

  • 529 institutional investors held PACCAR (PCAR) as of Q4 2016, up from 506 in Q3 2016.
  • Funds reported $13.9B of PACCAR stock for Q4 2016, up 8.8% quarter-over-quarter.
  • 79 funds opened new PACCAR positions in Q4 2016 and 49 closed out, a net change of +30 holders.
  • The largest PACCAR buyer in Q4 2016 was Bank of New York Mellon, an estimated $169M added.
  • The largest PACCAR seller in Q4 2016 was Bank of America, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2016.